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Optimum Investment Advisors’s Helmerich & Payne HP Stock Holding History

Optimum Investment Advisors’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$14K – 990
2018
Q3 		$14K Hold
200
– – ﹤0.01% 794
2018
Q2 		$13K Hold
200
– – ﹤0.01% 816
2018
Q1 		$13K Buy
+200
New +$13.5K ﹤0.01% 784
2017
Q3 		– Sell
-3,937
Closed -$214K – 302
2017
Q2 		$214K Sell
3,937
-2,763
-41% -$162K 0.07% 269
2017
Q1 		$446K Buy
+6,700
New +$477K 0.16% 177
2015
Q1 		$885K Sell
13,005
-11,985
-48% -$784K 0.28% 97
2014
Q4 		$1.69M Sell
24,990
-5,190
-17% -$404K 0.54% 39
2014
Q3 		$2.95M Buy
30,180
+100
+0.3% +$10.6K 0.98% 18
2014
Q2 		$3.49M Sell
30,080
-600
-2% -$65.7K 1.13% 13
2014
Q1 		$3.3M Sell
30,680
-2,780
-8% -$258K 1.24% 13
2013
Q4 		$2.81M Sell
33,460
-475
-1% -$37K 1.06% 19
2013
Q3 		$2.34M Buy
+33,935
New +$2.24M 0.96% 22

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's HP Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Helmerich & Payne (HP) in Q4 2018, closing a stake of 200 shares — an estimated $14K sold.

Optimum Investment Advisors first reported a position in HP in Q3 2013 and held it in 12 quarters. The position peaked at $3.49M in Q2 2014. 511 funds tracked by Wall St. Rank hold HP as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Helmerich & Payne position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Helmerich & Payne shares in Q4 2018, an estimated $14K.
  • Optimum Investment Advisors first reported a position in Helmerich & Payne in Q3 2013 and held it in 12 quarters.
  • Optimum Investment Advisors's Helmerich & Payne position peaked at $3.49M in Q2 2014.
  • 511 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.